税务经理,专攻复杂报税
Tax Manager Specializing in Complex Returns
我们正在寻找一位经验丰富的税务经理,以领导我们的税务申报部门。理想的候选人应是一位亲力亲为的领导者,负责管理我们多样化客户群的税务申报、合规和报告的各个方面。该职位的重点之一是管理我们的内部和海外税务申报团队,审核复杂的税务申报表,并制定和实施最佳实践和高效的工作流程,以提高部门的生产力和准确性。该职位将直接管理一名或多名税务申报员,并在总裁的指导和监督下与海外税务申报团队协调工作。
最低要求
- 5-8年税务申报和合规方面的逐步工作经验,其中至少2-3年在管理或监督岗位
- 会计、金融、税务或相关领域的学士学位;税务硕士学位优先
- 需要高级认证(如CPA、EA)
- 熟悉效率、工作流程、沟通和税务申报软件(G-Suite、CRM平台、UltraTax等)
- 必须有管理或与海外团队协作的经验
- 熟悉公司和个人税务规划策略
- 具备会计、财务咨询和/或咨询服务的额外经验
主要职责
- 直接管理并指导内部税务申报专业人员团队
- 监督和协调海外税务申报团队的工作流程、绩效和培训
- 建立协作且高绩效的环境,确保内部和海外团队之间清晰的沟通和工作交接
- 管理和审核各种税务申报表的准备,包括个人、合伙企业、公司和信托的联邦、州和地方申报
- 仔细审核复杂的税务申报表和工作底稿,确保准确性和完整性,并符合联邦和州的税法
- 作为申报表的最终审核人,并为团队提供复杂税务问题的技术支持
- 评估现有的税务申报流程,识别瓶颈和提高效率和准确性的机会
- 利用技术和自动化来提升税务合规流程,从文件收集到最终申报
- 制作培训材料并主持培训,确保所有团队成员熟练掌握新的工作流程和软件
- 管理和协调
查看英文原文
We are seeking an experienced and strategic Tax Manager to help lead our tax preparation department. The ideal candidate will be a hands-on leader responsible for overseeing all aspects of tax preparation, compliance, and reporting for our diverse clientele. A key focus of this role will be to manage both our internal and offshore tax preparation teams, review complex tax returns, and develop and implement best practices and efficient workflows to enhance department productivity and accuracy. The position will have one or more direct report Tax Preparers and coordinate with the offshore tax preparation team, under the direction and supervision of the President.
Minimum Qualifications
- 5-8 years of progressive experience in tax preparation and compliance, with at least 2-3 years in a management or supervisory role
- Bachelor’s degree in Accounting, Finance, Taxation, or a related field; Master’s degree in Taxation is a plus
- Advanced certification required (e.g. CPA, EA)
- Familiarity with efficiency, workflow, communication, and tax preparation software (G-Suite, CRM platforms, UltraTax, etc.)
- Proven experience managing or coordinating with offshore teams is essential
- Knowledge of corporate and personal tax planning strategies
- Additional experience in accounting, finance advisory, and/or consulting services
Key Responsibilities
- Directly manage and mentor a team of internal tax preparation professionals
- Oversee and coordinate the workflow, performance, and training of offshore tax preparation teams
- Forster a collaborative and high-performing environment, ensuring clear communication and seamless handoff of work between internal and offshore teams
- Manage and review the preparation of a wide range of tax returns, including federal, state, and local filings for individuals, partnerships, corporations, and trusts
- Critically review complex tax returns and workpapers for accuracy, completeness, and compliance with federal and state tax laws
- Serve as a final point of review for returns and a technical resource for the team on complex tax issues
- Evaluate existing tax preparation workflows, identifying bottlenecks and opportunities for increased efficiency and accuracy
- Leverage technology and automation to enhance the tax compliance process, from document collection to final filing
- Create training materials and lead sessions to ensure all team members are proficient in new workflows and software
- Manage and coordinate tax audits, inquiries, and correspondence with tax authorities
- Act as a technical liaison between clients, tax authorities, and internal teams
- Collaborate with other departments within the company to ensure a holistic approach to client service
Skills, Knowledge and Expertise
- Exceptional leadership, coaching, and mentoring skills
- Superior written and verbal communication skills
- Strong analytical, problem-solving, and critical thinking skills
- Strong organizational skills with meticulous attention to detail
- Proven ability to manage multiple priorities and meet strict deadlines in a high-pressure environment
- Excellent relationship management skills for clients and team members
- High ethical standard, conducts self with honesty and integrity
Benefits
- Remote work
- Medical, dental, vision, life, and voluntary life insurance
- 401(k) with company match
- Paid vacation and sick days
- Paid holidays
- Continuing education
- Teambuilding events
Originally posted on Himalayas